CCM
IBTE

Crew Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Crew Capital Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,641
Closed -$927K – 156
2024
Q3 		$927K Sell
38,641
-7,726
-17% -$185K 0.74% 49
2024
Q2 		$1.11M Sell
46,367
-13,991
-23% -$335K 0.89% 22
2024
Q1 		$1.44M Buy
60,358
+24,941
+70% +$596K 1.17% 17
2023
Q4 		$845K Buy
35,417
+1,589
+5% +$37.9K 0.86% 30
2023
Q3 		$806K Buy
+33,828
New +$805K 0.87% 29

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Crew Capital Management's IBTE Position: Q4 2024 in Review

Crew Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 38,641 shares — an estimated $927K sold.

Crew Capital Management first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $1.44M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Crew Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Crew Capital Management sold 38,641 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $927K.
  • Crew Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Crew Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.44M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Crew Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.